elt10's Comments elt10's Comments RSS Syndication from SeekingAlpha.com http://seekingalpha.com/user/479136/comments The big tech selloff that's occurred over the last few weeks has resulted in valuations for many large-cap names once more falling to historically low levels. Here are some trailing P/Es for prominent large-caps, none of which take into account net cash and investments: Intel (INTC): 10.6. Microsoft (MSFT): 10.3. Apple (AAPL): 13.7. Google (GOOG): 15. Cisco (CSCO): 9. IBM: 13.6. EMC: 14.7. Dell (DELL): 6. H-P (HPQ): 5.1. On the other hand, Facebook (FB) still has a trailing P/E of 64.5. http://seekingalpha.com/currents/post/348261?source=feed#comment-6043501 6043501 Sat, 02 Jun 2012 11:38:39 -0400 2 Big Reasons To Be Bullish On Chesapeake Today http://seekingalpha.com/article/515371/comments?source=feed#comment-4646801 4646801 Sat, 21 Apr 2012 14:57:26 -0400 Long-term Treasury yields that continue near all-time lows even as the economic numbers improve and risk goes full-on in 2012? Look no further than Operation Twist, under which the Fed has purchased 91% of the government's 20-30 year debt issuance. What happens when the Fed stops? What happens to the Fed's balance sheet if rates rise? http://seekingalpha.com/currents/post/123431?source=feed#comment-3629881 3629881
Well, if you're long several hundred billion dollars (face) of T-Bills at really low rates, and then rates rise appreciably, you lose billions as far as portfolio value goes. If you don't need to sell your instruments before maturity (and I'm guessing the Fed doesn't) then it really doesn't matter. Draw your own conclusions...]]> Mon, 19 Mar 2012 20:04:00 -0400
Well, if you're long several hundred billion dollars (face) of T-Bills at really low rates, and then rates rise appreciably, you lose billions as far as portfolio value goes. If you don't need to sell your instruments before maturity (and I'm guessing the Fed doesn't) then it really doesn't matter. Draw your own conclusions...]]> Just how heated has trading in Apple (AAPL +3.8%) become? With 50.6M shares changing hands today, Apple's dollar volume was roughly $30B. For perspective, the entire NYSE has seen an average daily dollar volume of $36.6B in February. Powershares QQQ (QQQ), the ticker with today's second-highest dollar volume, only saw $4B worth of trades. (earlier) http://seekingalpha.com/currents/post/202521?source=feed#comment-3487501 3487501 Wed, 14 Mar 2012 20:12:19 -0400 XPO Logistics: Q4 A Disappointment, So What's Next? http://seekingalpha.com/article/382341/comments?source=feed#comment-3348951 3348951 Fri, 09 Mar 2012 21:43:37 -0500 Fannie Mae (FNMA.OB) will go Oliver Twist like to the government for another $4.6B after making a net loss of $2.4B in Q4 and $16.9B in the whole of 2011. That's up from $14B in 2010, although Fannie estimates that it has now "reserved for the substantial majority of the remaining losses" on its pre-2009 loans. (PR .pdf) http://seekingalpha.com/currents/post/176151?source=feed#comment-3045861 3045861 Wed, 29 Feb 2012 17:56:02 -0500 Running Through Unilateral Greek Exit Scenarios http://seekingalpha.com/article/359771/comments?source=feed#comment-2592241 2592241 Sun, 12 Feb 2012 21:58:23 -0500 While AIG (AIG) has been selling assets over the past few years so it can pay back its $182B bailout, the company is once again harboring dreams of international growth, with Chairman Steve Miller saying the firm may want to one day buy a life insurer outside the U.S. and even increase its stake in AIA (AAIGF.PK). http://seekingalpha.com/currents/post/112200?source=feed#comment-2207408 2207408 Thu, 26 Jan 2012 21:50:05 -0500 5 Busted Tech Stocks Ready To Rally In 2012 http://seekingalpha.com/article/313612/comments?source=feed#comment-2192701 2192701 Sat, 21 Jan 2012 21:28:38 -0500 Bank Of America: An Attractive Play For A Diversified Long-Term Investor http://seekingalpha.com/article/316058/comments?source=feed#comment-2139441 2139441
I honestly believe a federal gun was proverbially held to their head. "Need some liquidity from the Fed? Here's what's going to happen first..."

Just my 2 cents; nice job on the column...]]> Fri, 30 Dec 2011 21:04:07 -0500
I honestly believe a federal gun was proverbially held to their head. "Need some liquidity from the Fed? Here's what's going to happen first..."

Just my 2 cents; nice job on the column...]]> Ford And GM Could Double While Tesla Drops In 2012 http://seekingalpha.com/article/316453/comments?source=feed#comment-2137353 2137353 Fri, 30 Dec 2011 01:28:32 -0500 Cramer's Mad Money - The Hottest Chart In Tech (11/8/11) http://seekingalpha.com/article/306454/comments?source=feed#comment-2059933 2059933 Wed, 23 Nov 2011 19:45:16 -0500 Philip Morris International Continues To Be A Smokin' Dividend Growth Stock http://seekingalpha.com/article/290242/comments?source=feed#comment-1902924 1902924 Mon, 12 Sep 2011 20:25:12 -0400 Coming Week's Market Movers: U.S. Credit Downgrade vs. Accelerating EU Contagion http://seekingalpha.com/article/285368/comments?source=feed#comment-1816816 1816816
BIG assumption in this environment, and investments that large move markets all by themselves. Tough to replace Treasuries with equities on this scale.]]> Mon, 08 Aug 2011 00:05:15 -0400
BIG assumption in this environment, and investments that large move markets all by themselves. Tough to replace Treasuries with equities on this scale.]]> Debt Downgrade: S&P Could Be the Big Loser http://seekingalpha.com/article/285380/comments?source=feed#comment-1816637 1816637 Sun, 07 Aug 2011 22:33:03 -0400 Why Apple Should Borrow Cash and Pay Out a Whopping Dividend http://seekingalpha.com/article/284995/comments?source=feed#comment-1812112 1812112
Unless they are secretly looking to take the company private, no one wants a lower stock price...]]> Fri, 05 Aug 2011 22:01:24 -0400
Unless they are secretly looking to take the company private, no one wants a lower stock price...]]> The discovery that Apple (AAPL) automatically transmits to itself location information about users of its smartphones touches off a furor among iPhone owners and privacy advocates. The open cache of information "[opens] the door for a jealous spouse, thief, or even a crafty trojan to take a detailed look at your whereabouts," Ars Technica writes. Sen. Al Franken asks, Why does Apple collect this info? http://seekingalpha.com/currents/post/74189?source=feed#comment-1605046 1605046
And, am I the only one whose stomach still turns at the phrase "Senator Al Franken"?]]> Thu, 21 Apr 2011 18:02:47 -0400
And, am I the only one whose stomach still turns at the phrase "Senator Al Franken"?]]>